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Total: $ 25.00 /mo | 25.00 /mo
|Creating / removing / editing (further managing) customers|
|Viewing customer statistics: the quantity and sum of invoices issued, and money received from customers|
|Analysis of customer activity - tasks and events related to customers|
|Uploading and editing a customers photo|
|CAM (Сustomer Аsset Мanagement) - houses, cabins, villas, cars, land lots, and other assets that are owned by the customer; those assets can be receiving the service of our users (business owners).|
|Uploading images of assets|
|Sending SMS to the client and receiving SMS in response (available if connected to the SMS service)|
|Sending and receiving messages (internal message system)|
|Importing a client list (from a CSV file)|
|Displaying all clients and assets on the map|
|Account management (invoices & estimates) creating / removing / editing/ sending|
|Sending invoices & estimates via email, SMS or snailmail|
|Customer billing online (provided that at least one of the payment systems is in use: Stripe, PayPal, or Square)|
|Copying invoices & estimates|
|Archiving / decompressing invoices & estimates|
|Access to data on issued / paid / overdue invoices|
|Exporting invoices & estimates to PDF|
|Uploading and placing companys logo on the invoice & estimates|
|The option to upload various files (images and not only) as additional attachments to invoices & estimates|
|Ability to view the complete invoice & estimates history|
|The option to automatically charge a fine (both an interest and a fixed amount) on overdue invoices|
|Ability to transfer estimates to invoices|
|Cost management (creating / deleting / editing)|
|Viewing full data report on estimates|
|The option to automatically synchronize expenses from the bank (Plaid) - only for US users|
|Creating recurrent expenses (costs records are automatically saved in the database)|
|Management of categorical expenses (creating / deleting / editing)|
The system for creating and monitoring recurrent invoices (the system automatically creates and sends the invoices to customers). Each account has the same amount and the same list of services and products.
|Automatic & Recurring invoice payment for your business, from your Clients|
Summary statistical information on all payments (debit and credit) that were entered into the system manually and / or went through the system (online invoice payment / synchronization with the bank).
|Managing services and products|
|Managing categories of services and products|
|Viewing data reports on services or products provided|
|Managing information about spare parts for equipment|
|Maintenance planning and management|
|Uploading a photo of equipment|
|Exporting the list of equipment into PDF|
|Viewing the equipment amortization report|
|Viewing the TCO Report|
|Option to appoint a person in charge (assign to an employee) for equipment|
|Managing customer fields|
|Managing customer field templates (customer fields are an additional variety of information that a user can contribute to any information about object, for example, the size and color of the client's dog or the age of the clients' children or the amount of gasoline consumed by the lawnmower, etc.)|
|Managing events / tasks|
|DRAG & DROP events on the calendar page|
|Multiple views for more visual event management|
|Ability to create periodic / recurring events|
|Ability to create invoices for customers to pay directly from the event / task|
|Ability to change the status of a task / event|
|Statement function - the ability to open and end invoices in closed tasks / events for a specific period (week / month 2 days, etc.)|
|Assigning task executors to a single employee or a team|
|Ability to copy tasks / events|
|Grouping events / tasks by teams, employees|
|Various filters and sorting options|
|Managing the dispatch of events / tasks (dispatching is an event template for faster creation and assignment)|
|Coloring option for events / tasks|
|Sending documents via email or snailmail|
|Managing tamplates for documents|
|Creating documents from templates|
|Option of sharing documents between employees|
|Internal messaging system (similar to email)|
|Users can create website/portfolio.|
|Various template options. The ability to edit content on pages|
Similar to level billing, but there is a specific fixed amount in the contracts that is divided into invoices (in equal parts). Those invoices will be created and sent by the system until the total billed number of invoices to an individual client reaches the total prescribed amount in the contract. After that the contract is marked as successfully executed.
|Online Tracking GPS Devices and Mobile Phone|
|Creating an optimized (or not) route on the map, depending on the tasks / events|
|Ability to group and display routes by teams (employees)|
|Identification of completed (executed) and open events on the map (route)|
|Viewing routes by selected date|
|Income / Expense statement (any period)|
|Tax report (any period)|
|Expenses (any period)|
|Earnings from clients|
|Status (time of life) of accounts|
|Report on the services and products provided|
|Report on tasks / events|
|Employee management (creating / removing / editing contact information)|
|Uploading a photo of the worker|
|ACL- managing access rights allowed for the registered employees.|
|Managing the level of access granted to employees (which modules and with what level of access are approved for the employees)|
|Timecards for tracking the working time of an employee.|
|Automatic employee payment calculation (if "timecards" are being used)|
|An option to view employees activity (Log in the system)|
|Team / crew management|
|Assigning tasks or events to specific employees|
|Assigning tasks or events to crews / teams|
Built-in online payment done in just one click.
Most practical routing software for moving at the light of the speed.
“All-in-one” features to manage your company on the go.
Both way Intuit QuickBooks Sync
Mailing remotely and instantly through SnailMail.
Most affordable FSM software on the market.
Spam-free and highly protected platform for securing your information.
Highly customizable platform for creating your company’s portfolio and employees individual pages.
Enhanced employee management (delegating tasks, tracking time, adding individual responsibilities, managing service completion, and many more).